The Private Wealth Office

Clarity, Structure
and Continuity
Across Your Wealth.

The Private Wealth Office by Lani Olive Consulting provides a structured and confidential approach to organising, overseeing, and preserving wealth across generations.

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The Private Wealth Office

Clarity

Consolidated visibility across all asset classes and interests

Structure

Governance and continuity frameworks built for the long term

Continuity

Multi-generational stewardship and oversight across time

“As wealth grows,
so does complexity.”

About Us

Lani Olive Consulting Limited operates The Private Wealth Office — a dedicated coordination and advisory service for individuals, families, and trustees managing the complexity that accompanies significant wealth.

We work alongside your existing advisers, trustees, and institutions to provide a single, trusted coordination layer across all dimensions of your financial life. Our role is not to replace specialist expertise, but to bring coherence, visibility, and continuity.

Our work is quiet, diligent, and deeply personal — organised for your long-term interests, not short-term outcomes.

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Our Services

01

Wealth Organisation
& Asset Visibility

We provide a consolidated view of assets across multiple classes — centralised into one structured, private environment.

  • Real Estate & Private Business
  • Stocks, Bonds & Fixed Income
  • Cash, Crypto & Physical Assets
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02

Governance
& Continuity

We support the governance structures that preserve clarity and continuity as wealth evolves across generations.

  • Family Constitutions & Registries
  • Succession & Continuity Planning
  • Trust & Structure Documentation
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03

Documentation
& Record Management

Structured repositories for critical records — ensuring important information remains organised, accessible, and preserved.

  • Legal & Financial Records
  • Asset & Trust Documentation
  • Governance Minutes & Directives
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04

Liquidity
& Portfolio Oversight

Structured visibility into liquidity and portfolio activity across asset classes — enabling more informed financial oversight.

  • Cash & Treasury Monitoring
  • Portfolio Allocation Visibility
  • USD-Based Consolidated Reporting
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05

Philanthropy
& Impact

Coordination and tracking of philanthropic activities — ensuring giving remains intentional, aligned, and measurable.

  • Giving Strategy Coordination
  • Grant & Pledge Tracking
  • Impact Tracking & Reporting
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06

Concierge
& Lifestyle Coordination

Lifestyle and coordination activities handled with structure, professionalism, and complete discretion.

  • Travel & Logistics Oversight
  • Property-Related Coordination
  • Service Provider Management
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Our Process

How We Work

01

Discovery & Assessment

A thorough review of your current structure, assets, advisers, and governance to understand the full picture.

02

Organisation & Setup

We establish the structures, documentation, and reporting frameworks that bring clarity and coherence to your wealth.

03

Ongoing Coordination & Oversight

Continuous, proactive coordination across your advisers, institutions, and affairs — ensuring nothing is overlooked.

Begin with a Private Conversation.

Every engagement begins with a confidential discussion. There is no obligation — only a shared understanding of what matters most to you.

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